Luma Compare: Alternative Investment Comparison Technology
Spotlight Solutions with Luma Compare
Luma Compare is a new comparison tool that streamlines product discovery, illuminating the best solutions for various client needs. By empowering advisors to instantly select, compare and test different product sets, this simplified process increases objectivity and transparency in the market.
Use Data to Drive your Decisions
Utilize Luma’s award-winning solutions to discover the best product through innovative data modeling, insights, and comparison features. Create optimal opportunities that match each of your client’s unique objectives.
Suitability and Compliance
Advisors and regulatory leaders want to, and in many cases are required to do, what is in the best interest of their clients to help them meet or exceed their financial goals and expectations. Luma Compare is leading the way in the industry through its innovative data modeling and third-party integrations that allow financial professionals to instantly discover and test new products, easily review a diverse set of products, and within a few simple clicks, deliver superior service to their clients while remaining compliant with suitability and best interest requirements.
Examine
Examine annuities across product types and carriers.
Analyze
Analyze historical performance of indices with current rates to discover the optimal allocation for your client.
Compare
Compare income rider performance in different market scenarios, the effects of market step-ups and fee drag.
